Samuels Financial Inc.

Greenwood Village, CO

Colorado

Registered In

02/14/2011

Incorp. Date

Company Summary

Samuels Financial Inc. at 8301 E Prentice Ave, Greenwood Village, Co 80111 lists Mason Samuels of Parker, CO and a DBA of True Wealth Advisors Inc..

Registered In: Colorado
Incorporation Date: 02/14/2011
Registration Type: Domestic
Company Type: Corporation
Status: Good Standing
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Mason Samuels Registered Agent

11600 WARRINGTON CT, PARKER, CO 80138 (View Past Addresses)

8301 E PRENTICE AVE, GREENWOOD VILLAGE, CO 80111 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

True Wealth Advisors Inc.

Greenwood Village, CO Greenwood Village, CO

Financial Information for Samuels Financial Inc.

Form 5500

SAMUELS FINANCIAL INC.

8301 E. Prentice Avenue Suite 403, Greenwood Village, Co 80111 (720) 217-9541 EIN:27-4879358 Plan Admin:Mason Samuels

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSAMUELS FINANCIAL INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $93,066	2022	SAMUELS FINANCIAL INC. 401(K) PROFIT SHARING PLAN - Plan #001	8 / 9	$0 / $93,066
2021	Plan NameSAMUELS FINANCIAL INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$0 / $0	2021	SAMUELS FINANCIAL INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 4	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

SAMUELS FINANCIAL INC.

15415 Carob Cir, Parker, Co 80134-4408 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$95,600 Forgiven$96,652 LenderFirstBank Jobs4	04/08/2020	$95,600	$96,652	FirstBank	4

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Samuels Financial Services, Inc. Registered in Ohio	Youngstown, OH	View Report
Samuels Accounting & Financial Services Inc Registered in Florida	Fort Lauderdale, FL	View Report
Samuels Accounting & Financial Services, Inc. Registered in Florida	Fort Lauderdale, FL	View Report
Samuels Financial Services Inc. Registered in Virginia	Virginia	View Report
Samuels Financial Group Inc. Registered in California	Aliso Viejo, CA	View Report
Brad Samuels Financial Services, Inc Registered in Texas	Corpus Christi, TX	View Report
Samuels Accounting & Financial Services Inc Registered in Colorado	Erie, CO	View Report

Address Match:8301 E Prentice Ave Greenwood Village, CO

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The following government agencies have contributed data:

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